Newsletter for week of August 19th

Aug 19, 2024

Paid subscribers to Jonah’s Growth Stock Deep Dives receive:

2-3 deep dives per month (8,000+ words)
1-2 mini deep dives per month (2,500+ words)
15-20 quarterly earnings writeups (2,000+ words)
Investment models for 20+ holdings (updated quarterly)
Investment portfolio spreadsheet with all of my core holdings, non-core holdings, swing trades and hedges
Investment portfolio spreadsheet also contains real-time activity (buys, sells, adds, trims) plus real-time notes/commentary/charts throughout the day

My investment portfolio is up +214.6% in 2024, after being up +134.7% in 2023, now up more than 3,000% since January 2020 when I got back into investing full-time.

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Here’s my investment strategy which focuses on high-quality growth stocks… I own 15-20 core holdings (great fundamentals, compelling valuation) plus another 5-10 non-core holdings (good fundamentals, reasonable valuation) plus another 5-10 swing trades (good fundamentals, reasonable valuation, compelling technicals).

As long as the fundamentals remain strong and valuation remains compelling/reasonable, then I’ll add on pullbacks.

I only want to own stocks that have at least 50% upside within the next 1-2 years and at least 100% upside within the next 3-4 years.

My objective is to maximize the upside in good markets and minimize the downside in bad markets. I accomplish this by being very selective with my stock picking and disciplined on valuations while using a variety of hedging strategies to protect my gains in market downturns.

Every investor should learn about technical analysis. I’ve been a happy TrendSpider customer for the past 4+ years. Use my discount link to save 65% on Trendspider annual plans… http://trendspider.cc/luptoncapital

Here is the recording from Monday’s webcast with Trendspider…